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Principal Street Partners’s Altria Group MO Stock Holding History

Principal Street Partners’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.98M Sell
110,931
-1,105
-1% -$77.1K 1.17% 23
2026
Q1 		$7.39M Sell
112,036
-868
-0.8% -$55.8K 1.21% 27
2025
Q4 		$6.51M Sell
112,904
-832
-0.7% -$50.2K 1.1% 36
2025
Q3 		$7.51M Sell
113,736
-23,896
-17% -$1.51M 1.2% 16
2025
Q2 		$8.07M Buy
137,632
+11,460
+9% +$673K 0.79% 26
2025
Q1 		$7.57M Buy
126,172
+2,724
+2% +$149K 1.41% 13
2024
Q4 		$6.46M Buy
123,448
+1,331
+1% +$70.9K 1.27% 26
2024
Q3 		$6.23M Sell
122,117
-36,961
-23% -$1.87M 1.02% 28
2024
Q2 		$7.25M Sell
159,078
-229
-0.1% -$10.2K 1.3% 22
2024
Q1 		$7M Buy
159,307
+56,055
+54% +$2.32M 1.32% 27
2023
Q4 		$4.17M Sell
103,252
-6,281
-6% -$260K 1% 47
2023
Q3 		$4.61M Sell
109,533
-985
-0.9% -$43.5K 0.91% 35
2023
Q2 		$5.01M Sell
110,518
-4,023
-4% -$182K 1.19% 29
2023
Q1 		$5.11M Buy
114,541
+2,633
+2% +$121K 1.29% 34
2022
Q4 		$5.12M Sell
111,908
-3,267
-3% -$148K 1.29% 36
2022
Q3 		$4.65M Buy
115,175
+11,122
+11% +$485K 1.24% 32
2022
Q2 		$4.35M Sell
104,053
-1,325
-1% -$68.6K 1.13% 41
2022
Q1 		$5.51M Buy
105,378
+21,122
+25% +$1.08M 1.26% 28
2021
Q4 		$3.99M Sell
84,256
-10,185
-11% -$467K 0.96% 45
2021
Q3 		$4.3M Sell
94,441
-1,698
-2% -$82K 1.17% 41
2021
Q2 		$4.58M Sell
96,139
-181,233
-65% -$8.9M 1.21% 36
2021
Q1 		$14.2M Buy
277,372
+181,813
+190% +$8.15M 1.83% 11
2020
Q4 		$3.92M Sell
95,559
-9,514
-9% -$382K 1.2% 40
2020
Q3 		$4.06M Sell
105,073
-6,892
-6% -$287K 1.43% 31
2020
Q2 		$4.39M Sell
111,965
-19,459
-15% -$759K 1.64% 24
2020
Q1 		$5.08M Sell
131,424
-2,138
-2% -$94.9K 2.13% 18
2019
Q4 		$6.67M Buy
133,562
+1,645
+1% +$77.6K 1.49% 37
2019
Q3 		$5.39M Buy
131,917
+98,895
+299% +$4.55M 1.35% 39
2019
Q2 		$1.58M Sell
33,022
-62,416
-65% -$3.27M 0.87% 40
2019
Q1 		$5.55M Buy
+95,438
New +$4.88M 2.42% 11

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principal Street Partners's MO Position: Q2 2026 in Review

Principal Street Partners reduced its Altria Group (MO) stake by 0.99% in Q2 2026, selling an estimated $77.1K and leaving 110,931 shares worth $7.98M. The position accounts for 1.17% of the portfolio, ranked #23.

Principal Street Partners first reported a position in MO in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.2M in Q1 2021. 2,571 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Principal Street Partners held 110,931 shares of Altria Group worth $7.98M as of Q2 2026.
  • Principal Street Partners sold 1,105 Altria Group shares in Q2 2026, an estimated $77.1K.
  • Altria Group made up 1.17% of Principal Street Partners's portfolio in Q2 2026, its #23 holding.
  • Principal Street Partners first reported a position in Altria Group in Q1 2019 and has held it in 30 quarters since.
  • Principal Street Partners's Altria Group position peaked at $14.2M in Q1 2021.
  • 2,571 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.